Koshinski Asset Management
SJT

Koshinski Asset Management’s San Juan Basin Royalty Trust SJT Stock Holding History

Koshinski Asset Management’s Portfolio SJT Stock Details SJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-14,387
Closed -$76.3K – 638
2024
Q1 		$76.3K Sell
14,387
-4,304
-23% -$22.4K 0.01% 572
2023
Q4 		$94.8K Sell
18,691
-3,405
-15% -$22.8K 0.01% 493
2023
Q3 		$153K Buy
22,096
+30
+0.1% +$216 0.02% 544
2023
Q2 		$163K Buy
+22,066
New +$187K 0.02% 574
2022
Q2 		– Sell
-5,792
Closed -$50.5K – 1753
2022
Q1 		$50.5K Buy
5,792
+5,732
+9,553% +$40.1K ﹤0.01% 1105
2021
Q4 		$365 Hold
60
– – ﹤0.01% 2127
2021
Q3 		$304 Buy
+60
New +$291 ﹤0.01% 2145

Other funds holding SJT

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
MPM
Mountaineer Partners Management New York $201M AUM 106.11% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
MTC
McDaniel Terry & Co Austin, Texas $1.18B AUM 16.46% 1-Year Est. Return
PP
Pingora Partners Wilson, Wyoming $169M AUM 56.08% 1-Year Est. Return
LSC
Lesa Sroufe & Co Seattle, Washington $147M AUM 72.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Koshinski Asset Management's SJT Position: Q2 2024 in Review

Koshinski Asset Management sold out of San Juan Basin Royalty Trust (SJT) in Q2 2024, closing a stake of 14,387 shares — an estimated $76.3K sold.

Koshinski Asset Management first reported a position in SJT in Q3 2021 and held it in 7 quarters. The position peaked at $163K in Q2 2023. 76 funds tracked by Wall St. Rank hold SJT as of Q2 2024.

  • Koshinski Asset Management reported no remaining San Juan Basin Royalty Trust position as of Q2 2024 after selling out during the quarter.
  • Koshinski Asset Management sold 14,387 San Juan Basin Royalty Trust shares in Q2 2024, an estimated $76.3K.
  • Koshinski Asset Management first reported a position in San Juan Basin Royalty Trust in Q3 2021 and held it in 7 quarters.
  • Koshinski Asset Management's San Juan Basin Royalty Trust position peaked at $163K in Q2 2023.
  • 76 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q2 2024.

Based on Koshinski Asset Management's 13F filing for Q2 2024, filed 12 Jul 2024.